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| Sunflower Wealth Advisors LLC
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| CRD # | 269963 |
| SEC # | 801-106482 |
| CIK # | |
| AUM | 812.8 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-882-0193 |
| Address | 3025 Cortland Circle Salina, KS 67401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 5 – Fees and Compensation Sunflower Wealth will negotiate and charge fees based on the scope of services and the risk assumed. These fees will be charged monthly in arrears and will be billed directly to the client. Fees for asset management are separate from other expenses which may be incurred by the client including estate planning fees, legal fees, tax preparation fees, custodial fees, etc. Sunflower Wealth may also charge separate hourly fees for administrative functions, but such rates will be negotiated with the client in advance on a case by case basis. Asset Management and Reporting Sunflower Wealth’s asset based fees are negotiated as a flat percentage of recurring income. The fees will be charged monthly in arrears based on the agreed method. Partial months will be prorated. The fees will be billed directly to the client. Upon termination, clients will be refunded any unearned fees on a prorated basis according to the terms of the client agreement. Fees for asset management and reporting are separate from other expenses which may be incurred by the client including trading costs, outside management fees, mutual fund operating expenses, custodial fees, etc. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 7 – Types of Clients Sunflower Wealth offers its services to other registered investment advisors and to banks with trust powers or other trust organizations. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 812.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 812.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 812.8 |
| Total | 1 | 812.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 812.8 | |
| Total | 1 | 812.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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